Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| UNITED CAPITAL FINANCIAL ADVISORS LLC | 02-14-2024 | 12-31-2023 | 1060 | 12,050,975,120 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| AVANTIS US EQUITY ETF | EXCHANGE TRADED FUND | 1851 | $1,166,654 | 14,306 | 0.00 | 0.00 | 406 | 2.92 | 12-31-2023 |
| MARATHON OIL CORP | COMMON STOCK | 1852 | $1,164,323 | 48,192 | 0.00 | 48,192 | +Inf | 12-31-2023 | |
| ISHARES BIOTECHNOLOGY ETF | EXCHANGE TRADED FUND | 1853 | $1,164,174 | 8,570 | 0.00 | 0.00 | -1,974 | -18.72 | 12-31-2023 |
| KEYCORP | COMMON STOCK | 1854 | $1,163,424 | 80,793 | 0.00 | 80,793 | +Inf | 12-31-2023 |
